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Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.


Popular Financial Planning Courses and Certifications


  • I

    Interactive Brokers

    Derivatives - Options & Futures

    Skills you'll gain: Derivatives, Financial Trading, Financial Market, Risk Management, Market Analysis, Capital Markets, Portfolio Risk, Investments, Technical Analysis, Market Dynamics, Profit and Loss (P&L) Management

    4.5
    Rating, 4.5 out of 5 stars
    Ā·
    271 reviews

    Intermediate Ā· Course Ā· 1 - 3 Months

  • U

    Universidad Nacional Autónoma de México

    Actualización en el manejo del paciente con diabetes mellitus tipo 2

    Skills you'll gain: Chronic Diseases, Pharmacotherapy, Pharmacology, Nephrology, Treatment Planning, Medical Management, Internal Medicine, Care Management, Endocrinology, Clinical Nutrition, Nutrition and Diet, Medication Administration, Preventative Care, Neurology

    4.9
    Rating, 4.9 out of 5 stars
    Ā·
    1.5K reviews

    Mixed Ā· Course Ā· 1 - 4 Weeks

  • M

    Meta

    What is the Metaverse?

    Skills you'll gain: Augmented and Virtual Reality (AR/VR), Virtual Reality, Augmented Reality, Virtual Environment, Digital Assets, Healthcare Ethics, Virtual Teams, E-Commerce, Collaborative Software, Blockchain, Diversity and Inclusion, Emerging Technologies, Research and Design, Education and Training, New Product Development, Content Creation, Communication, Economics, Safety and Security

    4.6
    Rating, 4.6 out of 5 stars
    Ā·
    1K reviews

    Beginner Ā· Course Ā· 1 - 3 Months

  • U

    University of Geneva

    Portfolio and Risk Management

    Skills you'll gain: Portfolio Management, Risk Management, Portfolio Risk, Business Risk Management, Investment Management, Risk Analysis, Investments, Risk Modeling, Asset Management, Wealth Management, Financial Market, Finance, Derivatives, Equities, Probability Distribution, Market Dynamics, Correlation Analysis

    4.7
    Rating, 4.7 out of 5 stars
    Ā·
    2.5K reviews

    Mixed Ā· Course Ā· 1 - 4 Weeks

  • S

    SkillUp

    Product Management: Foundations & Stakeholder Collaboration

    Skills you'll gain: Innovation, Product Management, New Product Development, Stakeholder Engagement, Competitive Analysis, Product Planning, Product Strategy, Business Development, Product Lifecycle Management, Market Analysis, Communication, Stakeholder Management, Strategic Communication, Team Building, Leadership

    4.6
    Rating, 4.6 out of 5 stars
    Ā·
    363 reviews

    Beginner Ā· Course Ā· 1 - 3 Months

  • C

    Case Western Reserve University

    Designing Your Personal Weight Loss Plan

    Skills you'll gain: Nutrition and Diet, Meal Planning And Preparation, Nutrition Education, Goal Setting, Self-Discipline, Health And Wellness Coaching, Stress Management, Overcoming Obstacles, Smart Goals, Behavior Management, Exercise Science, Self-Awareness, Mindfulness

    4
    Rating, 4 out of 5 stars
    Ā·
    578 reviews

    Beginner Ā· Course Ā· 1 - 3 Months

  • I

    IBM

    Developing Back-End Apps with Node.js and Express

    Skills you'll gain: Node.JS, Full-Stack Web Development, Server Side, Back-End Web Development, Restful API, Web Applications, Web Development, Cloud Computing, Web Servers, Javascript, GitLab, Authentications, JSON, Computer Science, Middleware

    4.5
    Rating, 4.5 out of 5 stars
    Ā·
    605 reviews

    Intermediate Ā· Course Ā· 1 - 4 Weeks

  • R

    Rice University

    Investment Strategies and Portfolio Analysis

    Skills you'll gain: Portfolio Management, Investment Management, Performance Measurement, Performance Analysis, Return On Investment, Investments, Financial Market, Financial Analysis, Risk Analysis, Benchmarking, Statistical Analysis

    4.2
    Rating, 4.2 out of 5 stars
    Ā·
    280 reviews

    Mixed Ā· Course Ā· 1 - 4 Weeks

  • A

    Advancing Women in Tech

    Real-World Product Management

    Skills you'll gain: Product Roadmaps, Product Management, Customer Retention, Cross-Functional Team Leadership, Technical Product Management, Professional Networking, Financial Analysis, Product Strategy, Product Requirements, Engineering Management, Product Development, Product Lifecycle Management, New Product Development, Innovation, Team Leadership, Artificial Intelligence and Machine Learning (AI/ML), User Experience Design, Design, Performance Management, Interviewing Skills

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    Ā·
    937 reviews

    Beginner Ā· Specialization Ā· 3 - 6 Months

  • C

    Coursera

    Creating a Budget with Microsoft Excel

    Skills you'll gain: Budgeting, Microsoft Excel, Budget Management, Operating Budget, Excel Formulas, Spreadsheet Software, Financial Data, Microsoft Office

    4.5
    Rating, 4.5 out of 5 stars
    Ā·
    635 reviews

    Intermediate Ā· Guided Project Ā· Less Than 2 Hours

  • S

    SkillUp

    Certified Project Manager

    Skills you'll gain: Stakeholder Engagement, Project Management Life Cycle, Resource Management, Risk Management, Earned Value Management, Stakeholder Management, Project Risk Management, Team Motivation, Project Schedules, Project Management Institute (PMI) Methodology, Project Management, Negotiation, Project Planning, Leadership and Management, Risk Mitigation, Active Listening, Leadership, Systems Development Life Cycle, Agile Project Management, Cost Management

    4.7
    Rating, 4.7 out of 5 stars
    Ā·
    880 reviews

    Beginner Ā· Specialization Ā· 3 - 6 Months

  • R

    Rice University

    Accounting for Non-Finance Professionals

    Skills you'll gain: Financial Statements, Financial Accounting, Cash Flows, Ledgers (Accounting), Accounting, Financial Reporting, General Accounting, Balance Sheet, Income Statement, Bookkeeping, Accounting Records, Accrual Accounting, Equities

    4.8
    Rating, 4.8 out of 5 stars
    Ā·
    113 reviews

    Beginner Ā· Course Ā· 1 - 3 Months

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In summary, here are 10 of our most popular financial planning courses

  • Derivatives - Options & Futures:Ā Interactive Brokers
  • Actualización en el manejo del paciente con diabetes mellitus tipo 2:Ā Universidad Nacional Autónoma de MĆ©xico
  • What is the Metaverse?:Ā Meta
  • Portfolio and Risk Management:Ā University of Geneva
  • Product Management: Foundations & Stakeholder Collaboration:Ā SkillUp
  • Designing Your Personal Weight Loss Plan:Ā Case Western Reserve University
  • Developing Back-End Apps with Node.js and Express:Ā IBM
  • Investment Strategies and Portfolio Analysis:Ā Rice University
  • Real-World Product Management:Ā Advancing Women in Tech
  • Creating a Budget with Microsoft Excel:Ā Coursera

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